Users Council Annual Meeting - Friday, May 11, 2007

Welcome - Introduction of new members; role of Users Council
members - Ellen Meltzer

There are 3 new members this year: Mitchell Brown (UCI), Leah Prescott, (Getty), and Kris Veldheer (GTU).

I want to thank you for acting as the communication channel from CDL to your campuses. Thank you to the CDL
support staff who helped arrange the logistics, especially Nadine Graham, and to Jayne Dickson who is recording
this meeting.

In your packets, you'll see you have an agenda, a list of attendees, some of the PowerPoint presentations
(but not all). All the PowerPoint presentations will be available on the web site after this meeting.

Lena Zentall has just arrived with a number of the Calisphere posters. Please take one if you'd like. Also
just arrived is Sherry Willhite, our deep knowledge expert in a number of fields.

New Directions for CDL - Laine Farley

I'm Laine Farley, interim executive director at CDL. I'm very glad to be here today, many new faces. I have
two stories to tell today. The first story is about how CDL has reorganized in the last year. The second story
is how we're refocusing our vision and direction.

When you talked about zooming are you talking about Zoomify? We are investigating Luratech, which
uses jpeg 2000s.

What are you adding to Calisphere and how quickly? We're getting them from dozens of different
contributors. Some of it is opportunistic; those that get a grant contribute new content to Calisphere. In
addition, we are analyzing gaps in our content in terms of the K-12 California content standards, and will
directly pursue content development in these critical areas.

Other teaching developments? What's new in Calisphere? We just integrated JARDA into Calisphere and
created a theme collection for it. This is our latest one. We're also expanding the existing California Cultures
in the same style as our themed collections. CalCultures comprises 4 different ethnic groups: African Americans,
Asian Americans, Hispanic Americans and Native Americans. Finally, we're adding the ability to view QTVR objects
(QuickTime) in Calisphere. (UC Merced contributed several hundred items in this format.)

Are you looking at any ways to create Finding Aids for the undergrad audience? The way we found
undergrads were using Calisphere was from our teaching libraries. We haven't directly marketed to this that
audience; we've been leaving this up to the teaching libraries. In talking with K-12 teachers we discovered high
school students like that university students are using it. We may discover opportunities to bring more awareness
to this audience and would even modify our website provided it doesn't compromise the user experience for our
primary audience, K-12.

Changing guidelines for OAC? The guidelines are a little cumbersome…are you looking to change any of
these? Robin Chandler will be here later this afternoon and this is a good question for her.

Digital Preservation - Trisha Cruse

Trisha is the Director of Digital Preservation Services. I think I know most of you although some faces are
unfamiliar. I just want to give you some basic background on the Digital Preservation Program and then want to
talk about a new service, a web archiving service.

I have a question about the DPR…do you have the expectation that this is the full repository for your
constituents, including digital archives, etc? Is this the whole solution for any of the UC campuses, including
email archives? Yes, this is part of our plan but also we might look to Amazon S3 and put things on top of
it to make it more reliable and cheaper. Yes, the DPR is the failsafe place to preserve content.

And do you have plans or thoughts about taking submissions from electronic management records? That's
what the Java toolkit is all about. The campuses have administrative records…how can they transport these
directly into the DPR. We're also working on a cost model to maintain this service.

What about data in different types of format (e.g., nine inch tapes)? We're not there yet. We're
currently talking to UCSB; they have recordings on wax cylinders and we haven't come to a solution yet. If a
department on campus thought they could handle the transfer? We'd be willing to talk to them.

With the web archive service…it will be rolled out to only one or two people? One or more people at
each UC campus and then we'll roll this out to the larger community. If you have 3 people at each UC campuses
crawling and then transferring to the DPR, we want to make sure that the service works correctly before rolling
this out to a wider group.

Does that data belong to each campus separately or is it part of a huge collective? That's a good
question. Right now, we're talking about a huge collective. Down the line, and we've already had requests, for
this…Can you crawl this faculty's web space? And that won't necessarily be made available to open access.

If you do have questions, let me know and I'll put you in touch with people.

Verde - Heather Christenson

I'm CDL's Project Manager for the ERMS project. In the brief time I have, I'm going to give you a high level
overview of the ERMS project.

Irvine just rolled out the Zportal? Is it possible to use the facelift on the Zportal? We are
looking at making enhancements to the screen design. We are working on scheduling some user studies in late
2007 to see what we can do. CDL developed code that handles the IP recognition for the Request "facelift"
which allows us to provide a form with campus specific options. This code is not part of the VDX/Zportal
software. We would need to investigate the feasibility of trying to make the forms default to a specific look
based on IP.

Some of the language on the Zportal form can be confusing, like library barcode? There are also prompts for
passwords from some campuses and not all? In addition to the layout changes for the Zportal screen, the
language will be revised to be parallel to the language used in the Request form, e.g., instead of User ID and
Password, we will use the more familiar terms such as, Library Card/Account Number and PIN. Based on the
language used in the campus enduser literature for Zportal we are also "renaming" the service from "Request
status" to "My ILL Requests".

Users are authenticated against their campus circulation or LDAP servers. The password prompts are based on
the campus requirements for user authentication.

With the forms being campus specific now, can we change the language in the forms? The language
in the Request forms will not be changed to campus specific text. The error messages, however, are specific to
the user's designated home campus.

There's the chat reference where people from every campus are responding…what are the implications of IP
address? When we bring up the Request form, we check the enduser's IP address to place the user in the
form used for the campus that matches the IP. However, if the user is coming in from a UC IP that is not on
their home campus or a non-UC IP address, they can use the home campus menu on the Request screen to switch to
the appropriate campus form.

Missing items…work is being done on this? For monographs, Request checks the holdings and the
circulation status. The campus circulation status is the key to determining availability. Most campuses supply
a circulation status that clearly indicates the item is unavailable to users. Unfortunately, Voyager cannot
provide this information.

For serials holdings, the Request processing software (PIR) looks at the beginning date and the end date or
an "open" designation and then assumes that everything in between is available. It does not recognize gaps,
missing issues, etc.

CDL is in the process of adding a new function to Request that could allow the enduser to override the
decision that PIR has made about availability. The decision to use this new feature will be made campus by
campus. If the campus decides not to use the "enduser override" (i.e., the campus opts out), nothing changes,
everything functions as it does now. If the campus chooses to use the enduser override (i.e., opts in), then
an item held by the home campus that comes up in Request as being available on the home campus (even if it is
not really available), the user will be given the option to request the item instead of using DDS or skipping
the item. There is also a second decision point in the process; ILL staff can decide to let these requests go
through automatically, or they can choose to manually inspect these Requests. This should be available for
campus testing in late June.

Have you looked at the relationship of the costs of using OCLC or Melvyl? Laine: We're waiting for
OCLC to finalize the cost models but they've given us some estimates and they compare favorable at the moment.

Digital Publishing - Catherine Candee

The biggest question I get from faculty…the UC Press books, they are still vetted, reviewed…I guess they
are nervous that these are being made available electronically? Which publisher do they go to in order to be properly
received?

The restrictions of what you can do with your own manuscript.
All publishers are struggling with this.

The problem of the book appearing to be denigrated just because
they are electronic. This is starting to fall. National Academy
Press has about 2,500 books now and still makes a profit. The tenure
review needs to follow suit. UC Press says that we can't afford
to publish these scholarly books that only 25 people buy. They can
digitally, however, and then publish in print if the demand is there.

The press is aware of real limits on their bandwidth. There are
so many faculty that are experts in their fields that can … I think
there is no other way to go if this is to be sustainable.

With the completion of the report at the end of summer, will the report have an abbreviated version for
our faculty? Yes, there will be an executive summary. UC will formally be supporting publishing in several ways.

As a new campus that is primarily digital online, what works with our faculty is a reception where you
would be willing to really sell this? Yes, as a matter of fact, Catherine will be coming to UC Merced in a
few weeks.

In terms of indexing, are the things getting picked up? Some things are and some are not.

Is there a relationship with the preservation effort? Yes, we work really closely with the
preservation repository. Hopefully, next Wednesday, we are meeting with the graduate deans and we are hoping
that they will …

Indexing is really the greatest area of vulnerability. EBSCO won't point to our web sites but will …

Mass Digitization Projects - Robin Chandler

What does rejected mean? It means they have literally decided not to scan it. The book might be
damaged, or it might have foldouts, etc. We've tried to explain to the scanning sources that they are losing out
by not selecting some books that have foldouts. In Microsoft's case, they aren't currently scanned, but they are
flagged and will go back into the queue once we figure out how best to do this. In Google's case, they simply
don't scan any of the foldout pages.

How much overlap is there between the Google project and the Internet Archive? The bulk of the
scanning is being drawn upon the RLFs. There's about an 8% overlap; we can live with this.

What kind of return are Google & Microsoft expecting from the data that is in there? I can't answer
that question.

What I'm saying, if you search on Google or Microsoft, the relevancy ranking is influenced by the provider?
Are they adding value by influencing ranking? I can't answer that, but it is a really good question.

What I'll do is I'll look into this. One thing, a concrete sort of fact, Michigan is well ahead of the game
because they've been doing Google scanning for over a year…recently I was at a meeting where they were comparing
on a quarterly basis, we're actually pretty competitive with Michigan now as far as the number of books scanned.

Felicia: One of the things were going to find as more and more things become digital, as you use Google more,
if you are searching the full text of a million books, is it really helping you discover what you want to discover.

Another example, the office of scientific and technical information (Open Access repository for scientific
materials)…they are partnering now with Google. When you search Google, you get the commercial version of the
article, not the open access version.

The Cornyn - Lieberman bill, every dollar of government funding must be available open access. This is
the way to get this stuff out there and undermine the commercial interests. And help with discovery. That's the
difference.

There is also the fact, within the Google Book search environment, there are publishers participating in this
environment; are the books being weighted towards those that can be purchased?

Did you use a variety of different journals? Yes, although most of the full text came from SpringerLink, etc.

I think this is great, and the one thing we have power over is to warn users that it might not end in full text after all.

Were these mostly undergraduates? They were upper division undergraduates.

One suggestion I made, change the Citation Management name to "Add this to your bibliography".

Lizbeth Langston: I vaguely remember the preliminary results of this…HOPS asked for your input and HOPS
wanted to have ownership of this issue. Then HOPS looked at the results, one of the recommendations was not to
have the "More options"…the labels is much friendlier. HOPS has made final comments and then this will go out to
the campuses for a final round of recommendations. This will go out this summer so you have a chance to update
any handouts for fall.

Jane: One of the other things that came out of this…Wikipedia gets mentioned more and more. Many students
are using Wikipedia as the starting point of their research.

General questions; wrap up - All

Questions?

On Irvine's campus, faculty interested in e-Science projects, for us, what is our role…regarding huge
datasets, how does this integrate with CDL? Ellen: Talk to Catherine and Trisha Cruse.

A lot of what came up in the presentations, open source products starting to have library components built
into them…is this something the Users Group would look into and make recommendations? That's not exactly
our mission, more like through the Heads of Public Services…